Civic Intelligence

Paul & Irene Buehner - Joan B Merrill Family Foundation

990PF • Fiscal year 2021 • EIN 26-0272154

Jun 01, 2020 to May 31, 2021 • Filed on Dec 12, 2021

Organization Profile
C/O 50 Puu Anoano Street Apt 1201Lahaina, HI 96761-1956

(808) 280-2607

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 57.9% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

212%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$350,584

Down $5,208 (-1.5%) from 2020

Net Assets

Down

$340,584

Down $15,208 (-4.3%) from 2020

Liabilities

Up

$10,000

Up $10,000 from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin10th percentile

Revenue

Up

$20,734

Up $14,098 (+212%) from 2020

Expenses

Up

$35,942

Up $14,409 (+67%) from 2020

Net Income

Down

-$15,208

Down $311 (-2.1%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2016: $362,773Liabilities 2016: $0Net Assets 2016: $362,7732016Assets 2017: $372,134Liabilities 2017: $0Net Assets 2017: $372,1342017Assets 2018: $369,592Liabilities 2018: $0Net Assets 2018: $369,5922018Assets 2019: $370,689Liabilities 2019: $0Net Assets 2019: $370,6892019Assets 2020: $355,792Liabilities 2020: $0Net Assets 2020: $355,7922020Assets 2021: $350,584Liabilities 2021: $10,000Net Assets 2021: $340,5842021Assets 2022: $341,270Liabilities 2022: $12,000Net Assets 2022: $329,2702022Assets 2023: $304,683Liabilities 2023: $12,000Net Assets 2023: $292,6832023Assets 2024: $256,527Liabilities 2024: $12,000Net Assets 2024: $244,5272024Assets 2025: $263,914Liabilities 2025: $12,000Net Assets 2025: $251,9142025

Highlighted filing

2021

Assets$350,584
Liabilities$10,000
Net Assets$340,584
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2016: $34,856Expenses 2016: $52,622Net Income 2016: -$17,7662016Revenue 2017: $35,824Expenses 2017: $44,244Net Income 2017: -$8,4202017Revenue 2018: $59,579Expenses 2018: $53,686Net Income 2018: $5,8932018Revenue 2019: $33,140Expenses 2019: $21,903Net Income 2019: $11,2372019Revenue 2020: $6,636Expenses 2020: $21,533Net Income 2020: -$14,8972020Revenue 2021: $20,734Expenses 2021: $35,942Net Income 2021: -$15,2082021Revenue 2022: $33,641Expenses 2022: $45,463Net Income 2022: -$11,8222022Revenue 2023: $16,661Expenses 2023: $55,093Net Income 2023: -$38,4322023Revenue 2024: $11,882Expenses 2024: $59,691Net Income 2024: -$47,8092024Revenue 2025: $70,088Expenses 2025: $63,106Net Income 2025: $6,9822025

Highlighted filing

2021

Revenue$20,734
Expenses$35,942
Net Income-$15,208
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN B MERRILLOfficer/Director-$10,000$2,000$12,000
MARK B MERRILLDirector-$0--
SCOTT B MERRILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Irene Buehner -
EIN
26-0272154
Phone
8082802607
Address
C/O 50 PUU ANOANO STREET APT 1201, LAHAINA, HI 96761-1956

Signing Officer

Name
Joan B Merrill
Title
Officer/Director
Signed
2021-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Tom Marino CPA
Address
17 ILIAU WAY UNIT 17B, WAILUKU, HI 96793-3122
Preparer
Thomas a Marino
Phone
6196638297
Raw XML Appendix326 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01979
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0YEAR-END ACCTING & TAX PREPARATI
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt818200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt450627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt525083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt638276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt845485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt913306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1033710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS - 350 SHS (SOLD 125 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BOEING COMPANY - 100 SHS ACQUIRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CARRIER GLOBAL - 300 SHS (ACQ'D 150)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CATERPILLAR INC - 210 SHS (SOLD 15)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CENTURYLINK INC NKA LUMEN TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CONOCOPHILLIPS CORP - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EMERSON ELECTRIC COMPANY - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MICROSOFT CORP - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9NVIDIA CORP - 70 SHS (SOLD 10 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10OTIS WORLDWIDE CORP (SOLD 75 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11RAYTHEON - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12UNION PACIFIC CORP - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ZIONS BANCORPORATION N.A. - 550 SHS
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0199002
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0EQUITY POSITION IN RESIDENTIAL R.E.
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0199002
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0250000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06730
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014004
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd026
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020734
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01979
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01979
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014004
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15208
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt036368
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014004
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03871
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017942
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014004
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15208
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0340584
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0355792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0340584
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028144
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0122
IRS990PF/DistributableAmountGrp/TotalTaxAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01239
IRS990PF/FMVAssetsEOYAmt0625936
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt02119054
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt02119054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0145643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0149389
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0373743
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0199002
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0199002
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0199002
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0611
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0539
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0539
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1763262
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1778470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010536
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01654
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0355792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0350584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0625936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0355792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0350584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0355792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0340584
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0571456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06088
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0314829
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08572
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0250539
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028144
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0562884
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0571456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOAN B MERRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK B MERRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT B MERRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0OFFICER/DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O 50 PUU ANOANO STREET APT 1201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13713 EAST WASHINGTON CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2367 EAST 2950 NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAHAINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GILBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LEHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0HI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0967611956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284043
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOAN B MERRILL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O 50 PUU ANOANO STREET APT 1201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAHAINA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0967611956
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08082802607
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0CONTRIBUTIONS TO PUBLIC CHARITIES - SEE PART XV OF RETURN FOR DETAILS REGARDING DONEES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS MUST BE SUBMITTED IN WRITING AND MUST CONTAIN CERTIFICATION OF IRC 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOAN B MERRILL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08086676608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt050 PUU ANOANO STREET 1201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAHAINA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd096761
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROSELYTIZING MISSION ABROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT SVCS - CATASTROPHIC INJURIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EXPAND CURRICULUM, FACILITIES MAINT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF LDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HELP HOPE LIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HIGHLAND 26 WARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1SACRED HEARTS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09600 N 6800 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12 RADNOR CORPORATE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2239 DICKINSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAHAINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296761
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012965
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059984
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NSF CHECK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OFFICER/DIRECTOR FEES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE FROM GRAMERCY LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03871
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN B MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER/DIR.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & IRENE BUEHNER -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOAN B MERRILL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0260272154
ReturnHeader/Filer/PhoneNum08082802607
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 50 PUU ANOANO STREET APT 1201
ReturnHeader/Filer/USAddress/CityNm0LAHAINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd0967611956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOM MARINO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 ILIAU WAY UNIT 17B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0967933122
ReturnHeader/PreparerPersonGrp/PhoneNum06196638297
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A MARINO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-18T00:58:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERRILL
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,584
Liabilities
$10,000
Net assets
$340,584
Revenue
$20,734
Expenses
$35,942
Net income
-$15,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.12$2.52$0.70$0.63$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.12$2.45$0.12$0.60$0.48
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.12$2.93$0.17$0.55$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.12$3.29$0.34$0.45$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.10$3.41$0.21$0.36$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.33$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.60$0.54$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.36$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.35$0.53$0.18